Technical Advice/Advice/FPC/Dipfa/Regulatory/Strategy

Technical Advice/Advice/FPC/DipFA/Regulatory/Strategy

A Global Banking client in the City of London requires a Technical Advice Manager to join their Wealth Division on an initial 12 month contract paying up to £500 per day. The purpose of the role is to define key advice content and define the strategic change to the Advice approach depending on Regulatory or Business needs.

You will also be required to undertake projects and develop strategies relating to specialist products, policies and services and knowledge of Wills, Probate, Tax Planning (IHT and CGT) would be hugely beneficial.

In addition, you MUST be a Chartered Financial Planner - QCF Level 6 or a minimum QCF Level 4 and preferably hold a STEP (Society of Trust and Estate Planners) certificate in Trust and Estate Planning.

Key skills and responsibilities:

Chartered Financial Planner - QCF Level 6, minimum Level 4

STEP certificate in Trust and Estate Planning

Understanding of Wills, Probate and Tax Planning

Driving Advice led business development ideas

Policy interpretation and alignment across the business

Definition of strategic change regarding Advice approach

Create ASC papers

If you meet the above and can evidence the experience on your CV, please apply ASAP as interviews are to take place immediately.